Ideas to help make categorizing Accounts Receivable easier

[Tut]

Your first suggestion is not practical, because it would preclude receipt of advances and deposits from customers.

Your second suggestion is already in the ideas category (although the title does not suggest it):

Invoice search and Apply idea for Cash Applications

Search function for cash applications. When applying cash receipts to customer invoices currently the only mechanism to apply to invoices is to choose the appropriate invoice number from the list values/drop down list. We have numerous customers that provide limited to no ‘remittance advice’ information or simply state ‘July Invoice’ etc. Others are paying the oldest one or two open invoices. It is not therefore always readily possible to quickly identify the correct invoices that the custome…